v2: Move rolled-over funds without changing current-period estimate
complete
J
Jonathan Lovelace
When I discovered the "move rolled-over funds" feature of the new ("beta") budget interface, I assumed that it moved funds from one "envelope" to another, and was later disappointed to discover that it instead subtracts the moved amount from one budget's "estimate" and adds it to the other's "estimate". I would like a feature to change which budget line-item accumulated rolled-over funds are designated for without touching any of the current period's "estimates."
(Since the reason I discovered this was by clicking the "Move" button multiple times by accident, I admit the current implementation made it easier to undo the mistake, but it's still not correct in my mental model to change the current period's budget when I actually want to adjust either the balance or the sum of all
previous
budgets.)Log In
Din from Lunch Money
complete
This is now possible in v2 with balance adjustments! š
Instead of using the "Move" option, you can now adjust the available balance of expense categories set to 'rollover to same category', at any time! This won't affect the amounts in the 'Budgeted' column.
If you are moving available funds between categories, you can adjust the balance of both categories by adding to one and subtracting from the other.
Thanks to everyone who requested and voted on this!